Cargando...
Cargando...

Equity · Canadá
BMAX.TO · TSX · Brompton Funds · domicilio Canadá
Yield actual
10.23%
Índice GW
100.59
TER anual
0,01%
Patrimonio
176,33 M CAD
Índice GW calculado con 4.01 años de historia.
This actively managed, multi-asset portfolio functions as a fund-of-funds, investing in both equity and debt instruments, either directly or indirectly through other exchange-traded funds (ETFs). Its equity-related holdings can include convertible and preferred shares, income trust units, single-issuer equity options, contingent-capital securities, and warrants. For fixed income, the fund considers hybrid securities, along with subordinated and senior debt obligations. The fund manager expects to dedicate the majority of the net assets to a specific allocation: 70% in Equity Covered Call ETFs, 20% in Fixed Income ETFs, and 10% in Split Preferred Shares. Nevertheless, these proportions are flexible and may be altered periodically based on the manager's market outlook and other relevant factors. The fund may also utilize derivative tools, such as futures and forward contracts, for risk management purposes.